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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,059 | $75,541-40.4% | $152,093-70.4% | $82,637-45.5% |
| Participation rate | 61.4% | 66.5%-5.1pp | 77.8%-16.3pp | 68.1%-6.6pp |
| Annual return | 0.00% | 32.56%-32.6pp | 66.36%-66.4pp | 53.51%-53.5pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,747 | $3,206-14.3% | $5,451-49.6% | $4,126-33.4% |
| Admin fee / account holder | $7,668 | $6,405+19.7% | $14,497-47.1% | $7,339+4.5% |